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Mission Wealth Management’s IQVIA IQV Stock Holding History

Mission Wealth Management’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Buy
+1,443
New +$252K ﹤0.01% 907
2024
Q4 		– Sell
-1,618
Closed -$383K – 693
2024
Q3 		$383K Sell
1,618
-4
-0.2% -$944 0.01% 490
2024
Q2 		$343K Buy
1,622
+53
+3% +$12K 0.01% 505
2024
Q1 		$397K Buy
1,569
+13
+0.8% +$3.04K 0.01% 486
2023
Q4 		$360K Buy
+1,556
New +$319K 0.01% 438

Other funds holding IQV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mission Wealth Management's IQV Position: Q2 2026 in Review

Mission Wealth Management opened a new position in IQVIA (IQV) in Q2 2026: 1,443 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in IQV as recently as Q3 2024.

Mission Wealth Management first reported a position in IQV in Q4 2023 and has held it in 5 quarters since. The position peaked at $397K in Q1 2024. 151 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Mission Wealth Management held 1,443 shares of IQVIA worth $279K as of Q2 2026.
  • IQVIA was a new Mission Wealth Management position in Q2 2026.
  • IQVIA made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #907 holding.
  • Mission Wealth Management first reported a position in IQVIA in Q4 2023 and has held it in 5 quarters since.
  • Mission Wealth Management's IQVIA position peaked at $397K in Q1 2024.
  • 151 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.